Prerequisites

Written Instructions

Create the Text to Give page in your web editor
Login to V2 Admin Portal and navigate to: Web > Giving > Text to Give
Copy the div tag from this page and paste it at the top of the Text to Give page in your web editor
Go back into V2, copy the script tag from the top of the same page, and paste it under the div tag on the Text to Give page in your web editor
Publish the Text to Give page in your web editor
Copy the Text to Give page’s friendly URL
Go back to the V2 Admin Portal and navigate to Web > Website > click the Websites link
Click the Pencil to edit the Main site
Scroll down to the Text to Give URL under the Core Online Giving section
Paste the Text to Give page URL into the text box
Scroll down to the bottom and click Save & I’m Done

Login to the V2 Admin Portal and navigate to: Marketing > SMS Sources > Click the (+) next to SMS Source
In the Name text box, type the name of the source Ex. Tithes Text to Give
In the Description text box, provide a description of the source
In the Source Code text box, type a distinct code for easy lookup Ex. TitheT2G
In the Designation search box, search for and select your desired designation
In the SMS #Code for Giving text box, type the code you want your donors to use to give to your selected designation Ex. Tithe
Please note: Do not use the hashtag symbol (#) or spaces in this text box.
Scroll down and click Save & I’m Done

Edit the Email Acknowledgement

In the Acknowledgements section, click the Edit button under Email
Click the Preview button
Click the Edit Template button
Click on the Subject tag on the bottom of the form
This is the default subject line that will appear on the email the donor receives. The subject line will thank the donor by first name and include your organization’s name
Click the Body tag on the bottom of the form. The default messaging will return the detailed information regarding your donor’s gift. Please leave this messaging and personalize around this information.
Under the edit box, you will find a list of template data that you can use to personalize the message your donor receives.
Click Preview and Save
Verify that the acknowledgement appears as you expected
Click Save & Exit

Edit the Mobile Acknowledgement

In the Acknowledgements section, click the Edit button under Mobile
Click the Preview button
Click the Edit Template button
Click on the Body tag on the bottom of the form
This is the SMS text message the donor will receive when they successfully submit their gift. You will want to keep this message very short.
Click Preview and Save
Verify that the acknowledgement appears as you expected
Click Save & Exit

Login to the V2 Admin Portal and navigate to: Marketing > Organization Mobile > Mobile Configuration
Click the Edit Mobile Configuration button in the bottom right-hand corner
In the Default Mobile SMS Source section, click the Change SMS Giving Source button
In the Search for SMS Source search box, search for and select your default SMS source. This is the designation that will receive all Text to Give donations that don't have a specified designation
Click Save & I’m Done

Donor texts the word give to your number
Donor receives a text message with a link to your Text to Give web page
Donor completes the short form to save their payment information
Donor receives text message confirmation that payment information was successfully saved
Donor is now ready to give by text to your church

Texting give 50 will submit a $50 donation to the default designation you selected in Mobile Configuration

Texting give missions 50 will submit a $50 donation to your Missions designation

Texting give list 50 will return a list of the valid designations for your $50 donation